Chase Enhances Small Business Digital Hub with Advanced Tools, Resources, and Data-Driven Insights
Chase Expands Digital Business Platform with New Credit Monitoring and Analytics Tools to Help Small Businesses Grow Chase has announced a significant expansion of its digital capabilities for small business customers, introducing new tools and enhanced features designed to help…
Western Alliance Bank Strengthens Specialty Services Team with Appointment of Brad Alvarez
Western Alliance Bank Promotes Brad Alvarez to Lead National Business Development for Escrow and M&A Specialty Services Western Alliance Bank has announced the promotion of Brad Alvarez to Managing Director of Business Development and Strategic Partnerships for its nationally recognized…
BankBound and BOND.AI Launch Strategic Collaboration to Transform Financial Services Marketing
BankBound and BOND.AI Partner to Bring AI-Driven Personalization and Data-Powered Marketing to Banks and Credit Unions As financial institutions face growing competition for deposits, loans, and customer relationships, the ability to deliver highly personalized marketing experiences has become increasingly important.…
AM Best Provides Update on Credit Rating Assessment for Unipol Assicurazioni
AM Best Maintains Unipol Assicurazioni’s Credit Ratings While Monitoring Ambitious Banking Expansion Strategy AM Best has confirmed that the Financial Strength Rating (FSR) of A (Excellent) and the Long-Term Issuer Credit Rating (Long-Term ICR) of “a” (Excellent) assigned to Unipol…
WSFS Bank and Philadelphia Union Renew Naming Rights Agreement for WSFS Bank Sportsplex
WSFS Bank and Philadelphia Union Extend Sportsplex Partnership Through 2031, Reinforcing Commitment to Community, Youth Development, and Regional Growth WSFS Bank and the Philadelphia Union have announced an extension of their naming rights partnership for the WSFS Bank Sportsplex, ensuring…
Lunr Capital Expands Loan Portfolio Ninefold Through LoanPro-Powered Automation
Lunr Capital Achieves Ninefold Loan Portfolio Growth After Modernizing Lending Operations with LoanPro As consumer brands continue expanding into major retail chains across the United States, access to flexible financing has become increasingly important for businesses navigating the challenges of…
Board Greenlights Enhanced Oversight Structure for First Trust Active Global Quality Income ETF
First Trust Active Global Quality Income ETF Seeks Shareholder Approval for New Sub-Advisory Agreement and Enhanced Management Structure Amid Janus Henderson Ownership Transition First Trust Advisors L.P. (FTA), investment advisor to the First Trust Active Global Quality Income ETF (AGQI),…
Wolters Kluwer Executive Cathy Rowe Explores the Future of AI-Powered Accounting at AICPA ENGAGE
Wolters Kluwer Highlights AI-Driven Transformation Reshaping the Future of the Accounting Profession at AICPA ENGAGE 2026 The accounting profession is entering a new era defined by artificial intelligence, intelligent automation, and increasingly sophisticated digital workflows. That was the central message…
RFG Advisory Enhances Wealth Management Platform Through Strategic Partnership with iCapital
RFG Advisory Expands Access to Alternative Investments and Structured Solutions Through Strategic Partnership with iCapital RFG Advisory, a rapidly growing wealth management platform dedicated to helping independent financial advisors build and scale their businesses without sacrificing flexibility or independence, has…
Jackson Introduces Innovative Registered Index-Linked Annuity with Long-Term Rate Guarantees
Jackson Expands Retirement Planning Solutions with New Registered Index-Linked Annuities, Dow Jones Index Access, and Enhanced Guaranteed Benefits Jackson National Life Insurance Company, the primary operating subsidiary of Jackson Financial Inc., has introduced two new registered index-linked annuity (RILA) products…
Cardo AI Launches New Cash Flow Modeling Platform Featuring Live Bloomberg Rate Curves
Cardo AI Launches Advanced Cash Flow Modeling Platform for Asset-Based Finance Powered by Live Bloomberg Data Cardo AI has unveiled a new cash flow modeling platform designed specifically for the growing asset-based finance (ABF) and specialty finance markets, marking a…
RedBlack Secures Place Among Finalists in WealthManagement.com’s 2026 WealthTech Awards
RedBlack Earns Finalist Recognition in 2026 WealthManagement.com Industry Awards for Rebalancing Technology Innovation RedBlack, a leading provider of wealth management technology and managed services solutions, has been named a finalist in the Technology Provider – Rebalancing category of the 2026…